TD
Tanmaya DesaiLead
Since Jun 2024
AUM managed
₹18,863.01Cr
Tenure
Since Jun 2024
Funds
4
SBI Automotive Opportunities Reg Gr
Sectoral/ ThematicSBI Mutual Fund
NAV
₹12.95
-2.78% today
AUM
₹6,348.97 Cr
Fund size
Expense
2.01%
Regular plan
Min SIP
₹500
per month
Min Lumpsum
₹5,000
one-time
Exit Load
1.0
on redemption
Fund snapshot
Category rank--
Risk-o-meterVery High Risk
BenchmarkNifty Auto TR INR (100%)
Number of holdings35
Inception05 Jun 2024
Exit load1.0
Risk metrics
Alpha0
Beta0
Sharpe ratio1.34
Standard deviation21.21%
Sortino ratio2.07
Capital gains tax
Equity
STCG · short-term
20%Short-term gains taxed at 20%
Applies when equity fund units are sold within 12 months.
LTCG · long-term
12.5%Long-term gains taxed at 12.5%
Applies when equity fund units are sold after 12 months.
Equity-oriented mutual fund taxation applies based on holding period.
Fund managers
About SBI Automotive Opportunities Reg Gr
SBI Automotive Opportunities Reg Gr is an open-ended Sectoral/ Thematic mutual fund scheme offered by SBI Mutual Fund under the regular plan with the growth option. Its latest net asset value (NAV) is ₹12.95 per unit and the scheme manages ₹6,348.97 Cr in assets under management. The fund charges an expense ratio of 2.01% and is benchmarked against Nifty Auto TR INR (100%). Over the trailing 1 year, SBI Automotive Opportunities Reg Gr has delivered +22.03% returns. SEBI's riskometer places this scheme in the Very High Risk category, so read the scheme information document before investing.
Investment objective
The investment objective of the scheme is to generate long-term capital appreciation to unit holders from a portfolio that is invested in equity and equity related instruments of companies engaged in automotive & allied business activities theme.
Regular Plan · Growth option · NAV as of 15 Sept 2026
SBI Automotive Opportunities Reg Gr returns
| Period | Fund |
|---|---|
| 1 month | -4.30% |
| 3 months | +8.93% |
| 6 months | +25.93% |
| 1 year | +22.03% |
| 3 years | 0.00% |
| 5 years | 0.00% |
Rolling returns
| Period | Fund |
|---|---|
| 1 month | 0.00% |
| 3 months | +18.72% |
| 6 months | +18.07% |
| 1 year | +36.94% |
| 3 years | 0.00% |
| 5 years | 0.00% |
Past performance is not indicative of future returns. Mutual fund investments are subject to market risks; read all scheme related documents carefully.
SBI Automotive Opportunities Reg Gr — frequently asked questions
What is the NAV of SBI Automotive Opportunities Reg Gr?
The latest net asset value (NAV) of SBI Automotive Opportunities Reg Gr is ₹12.95 per unit, -2.78% over the previous trading day. NAV is declared by the AMC at the end of every business day.
What returns has SBI Automotive Opportunities Reg Gr delivered?
SBI Automotive Opportunities Reg Gr has returned +22.03% over the trailing 1 year. Returns beyond one year are annualised. Past performance does not guarantee future returns.
What is the expense ratio of SBI Automotive Opportunities Reg Gr?
SBI Automotive Opportunities Reg Gr charges an expense ratio of 2.01% per annum. The expense ratio is deducted from the scheme's assets, so the NAV you see is already net of it.
How risky is SBI Automotive Opportunities Reg Gr?
SEBI's riskometer classifies SBI Automotive Opportunities Reg Gr as Very High Risk, which is typical for a Sectoral/ Thematic scheme. Match the scheme's risk level to your own risk tolerance and investment horizon before investing.
What is the minimum investment in SBI Automotive Opportunities Reg Gr?
You can start a SIP in SBI Automotive Opportunities Reg Gr from ₹500 per month, and the minimum lumpsum investment is ₹5,000.
Who manages SBI Automotive Opportunities Reg Gr?
SBI Automotive Opportunities Reg Gr is managed by SBI Mutual Fund, holds ₹6,348.97 Cr in assets under management and invests across 35 holdings. This page covers the regular plan with the growth option.
Scheme identifiers
- Fund house
- SBI Mutual Fund
- Scheme category
- Equity
- Scheme sub-category
- Sectoral/ Thematic
- Plan
- Regular plan
- Option
- Growth
- ISIN
- INF200KB1159
- Scheme code
- FS0000IT63
Frequently asked questions
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